KB
CFP
KB
CFP

Krista Buchholz

8 Years of Experience
Rapid City, SD
Broker

Krista Buchholz is a CFP-designated registered investment advisor at Raymond James Financial Services Advisors, INC, based in Rapid City, SD, with 8 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 508,439 clients with $390B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
6484 advisors
IM Fee
Planning only
Assets Under Management
$390.0B

Fee Structure

Hourly Rate:Up to $400/hr
Loading...

Location

333 West Blvd, Suite 302, Rapid City, SD, 57702

Get directions

History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

Learn about disclosures →
Other Business Activities

Krista is involved with Gateway Wealth Advisors, listing both it and Raymond James in correspondence. She also co-owns a rental complex through JKEB LLC and uses Your Best Wealth, LLC to manage her revenue and expenses related to her work with RJFS, dedicating minimal time to each LLC.

Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
March 2018 - Present · 8 yrs 2 mos
Raymond James Financial Services, INC.Broker
January 2018 - Present · 8 yrs 4 mos
State Registrations29 states
AKAZCACOFLGAHIIAIDINKSMIMNMOMTNCNDNVOHORSDTNTXUTVAWAWIWVWY
AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
Krista Buchholz - Financial Advisor | TrueAdvisor